Geneos Wealth Management Inc. Ea Ser Tr Freedom 100 Emerging Transaction History
Geneos Wealth Management Inc.
- $2.6 Billion
- Q3 2024
A detailed history of Geneos Wealth Management Inc. transactions in Ea Ser Tr Freedom 100 Emerging stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 16,015 shares of FRDM stock, worth $538,424. This represents 0.02% of its overall portfolio holdings.
Number of Shares
16,015
Previous 16,499
2.93%
Holding current value
$538,424
Previous $582,000
1.55%
% of portfolio
0.02%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding FRDM
# of Institutions
125Shares Held
14.9MCall Options Held
0Put Options Held
0-
Retirement Planning Group1.85MShares$62.2 Million4.19% of portfolio
-
Thrivent Financial For Lutherans Minneapolis, MN1.5MShares$50.6 Million0.1% of portfolio
-
Northwestern Mutual Wealth Management CO1.38MShares$46.5 Million0.04% of portfolio
-
Tanglewood Wealth Management, Inc.881KShares$29.6 Million3.8% of portfolio
-
Willis Johnson & Associates, Inc.875KShares$29.4 Million2.38% of portfolio